Our Team

Team Members In

Advisors

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Maddalena Parks

AIF, CPFA

Senior Director, Wealth Advisor

Justin Patellaro

CFA®, CFP®, CPA

Director, Wealth Advisor

Ken Paull

CFP®

Vice President, Wealth Advisor

Chris Peck

Director, Wealth Advisor

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor

Cody Pittman

Senior Associate, Wealth Advisor

Kristan Preston

CFP®

Vice President, Wealth Advisor

Matt Pullar

Senior Vice President, Wealth Advisor

Chris Redhead

CFP®, ChFC, CFS

Senior Vice President, Advisor Group Lead